WEST CHESTER CAPITAL ADVISORS, INC Information

216 FRANKLIN STREET, JOHNSTOWN, Pennsylvania, 15901, (814) 533-5338

Report Date: 12/31/2014

Position Statistics

Total Positions 131
New Positions 25
Increased Positions 67
Decreased Positions 24
Positions with Activity 91
Sold Out Positions 9
Total Mkt Value (in $ millions) 103

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials 1.49%
Capital Goods 2.19%
Conglomerates
Consumer Cyclical 0.66%
Consumer/Non-Cyclical 7.19%
Energy 4.37%
Financial 54.25%
Healthcare 9.47%
Services 6.67%
Technology 10.43%
Transportation 0.75%
Utilities 1.96%

131 Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
VANGUARD INDEX FDS S&P 500 ETF SHS 23,900 23,900 New 126,772
APPLE INC COM 4,405 175 4.13 35,742
SPDR S&P 500 ETF TR TR UNIT 3,954 3,954 New 19,217
CALAMOS CONV OPP AND INC FD SH BEN INT 3,516 3,232 1,137.85 272,327
EXXON MOBIL CORP COM 2,570 930 56.70 30,752
ALTRIA GROUP INC COM 2,439 75 3.18 48,443
VANGUARD WORLD FDS INF TECH ETF 2,320 2,320 New 21,917
JOHNSON & JOHNSON COM 2,127 118 5.88 21,202
SPDR SERIES TRUST BRC HGH YLD BD 1,919 1,919 New 49,023
AMERISERV FINL INC COM 1,641 13 .83 550,715
BRISTOL MYERS SQUIBB CO COM 1,305 29 2.30 19,996
MICROSOFT CORP COM 1,187 260 28.09 28,974
GILEAD SCIENCES INC COM 1,153 44 3.95 11,411
VERIZON COMMUNICATIONS INC COM 1,130 259 29.68 23,278
DU PONT E I DE NEMOURS & CO COM 1,075 2 .21 15,003
LILLY ELI & CO COM 1,037 -14 (1.34) 14,096
ISHARES U.S. PFD STK ETF 1,008 1,008 New 25,160
PEPSICO INC COM 942 140 17.42 9,816
DANAHER CORP DEL COM 933 -115 (10.99) 10,996
MCDONALDS CORP COM 928 116 14.32 9,575